Creating wealth strategies through a dynamic investment approach.
We’re in this for you.
Why Choose Us
As independent financial professionals, with offices in Denver, Colorado and Palm Beach, Florida, Holliger Financial Consultants believes in providing customized portfolios that match their client's lifestyle and long-term goals. Take control of your finances and get the professional advice you need to stay the course.
Services
Financial Planning
Get hands-on advice and an investment professional that works toward your personal financial goals.
Wealth Management
From tax reduction strategies to risk management, our team can help high-net-worth clients get support they need.
Insurance Planning
Insulate your finances from potentially devastating life events and strive to give your family peace of mind.
Our Team
Thomas Holliger, CFP®
Managing Partner, Private Wealth Manager
Phone: 561-601-9948
Email: tom.holliger@myifpadvisor.com
4440 PGA Blvd., Suite 600, Palm Beach Gardens, FL 33410
Bio
Thomas has been in the financial service industry since 1991, working for two large national brokerage firms, before starting Holliger Financial Consultants in 2019.
Tom is a CERTIFIED FINANCIAL PLANNER™️ working with high net worth individuals and families creating customized investment strategies to help them meet their financial goals.
Tom takes a personal approach to growing and protecting your wealth. Being part of a national independent financial services firm gives him access to some of the best investment solutions available.
He begins by analyzing your current situation and goals, developing and implementing a sound financial plan and will monitor the strategy and make necessary adjustments along the the way.
Tom graduated from Siena College with a Bachelor of Arts degree in Political Science. Tom and his wife Michele have lived in South Florida for 20+ years. Tom invites you to contact him to see how his knowledge and service can help you meet your financial goals.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Mike Holliger
Managing Partner, Private Wealth Manager
Office: 720-530-7126
Email: mike.holliger@myifpadvisor.com
1029 Syracuse Ct., Denver, CO 80230
Bio
Michael has been in the financial services industry since 1996, working for two large national brokerage firms, before starting Accordance Private Wealth Management in 2016.
Michael's focus is to provide an exceptional level of client care and service. He takes the time to develop custom tailored investment strategies for high-net-worth individuals and their families to help them meet their short and long-term financial goals.
When developing investment management strategies, it is vital to assess individual tolerance for risk, return objectives, liquidity needs, tax circumstances and charitable mission. Michael can address these important factors by taking the time to listen to and review each client's unique financial situation, preferences and goals.
Michael is a graduate of William Paterson University, with a degree in Sociology and Criminology. He also completed the classes for the Certification of Private Wealth Advisor, through the University of Chicago, Booth School of Business. A New Jersey native, Michael enjoys exploring Colorado and the West. He makes his home in Denver with his two children. Michael invites you to contact him to see how his knowledge and service can help you meet your financial needs.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Aaron Gilman, CFA
Chief Investment Officer, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Holliger Financial Consultants.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Pete Nunley, CFA
Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments, helps financial professionals with investment-related tasks, forecasts market returns by running regression analyses using economic variables, assists in the surveillance of Schwab, Fidelity, and TD Ameritrade accounts, and much more. He also serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Holliger Financial Consultants.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Derek Wilkes
Chief Compliance Officer, Independent Financial Partners
Derek Wilkes serves as the Chief Compliance Officer for Independent Financial Partners. He is responsible for Compliance, Registration and Supervision. Derek is part of IFP’s Executive Management Team and a voting member of the IFP Investment Advisory Committee. He has many years of experience in the industry, previously in trading, operation leadership, as well as supervision for an Independent Brokerage space. He also served as front office management with Merrill Lynch and JP Morgan.
Mr. Wilkes is an employee of Independent Financial Partners and not alliliated with Holliger Financial Consultants.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Does My Portfolio Fit Me?
Find OutOur Partner
Holliger Financial Consultants has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development and operational support we need. Through our alliance with IFP, we have access to a wide variety of tools and resources to support plan sponsors, plan participants and private investors.
IFP fully supports financial professionals independence, allowing them to take advantage of the many services they offer while putting your interests above all else. Holliger Financial is also able to leverage their network of financial professionals and subject matter experts from across the nation to help address even the most complex needs of my clients.
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to help build better client experiences.
Get In Touch
for a free analysis of your portfolio and start your journey toward retirement.